Lenox Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $21K | Sell |
183
-102
| -36% | -$11.7K | 0.01% | 346 |
|
2020
Q1 | $29K | Sell |
285
-4
| -1% | -$407 | 0.01% | 297 |
|
2019
Q4 | $36K | Sell |
289
-55
| -16% | -$6.85K | 0.01% | 299 |
|
2019
Q3 | $41K | Buy |
344
+72
| +26% | +$8.58K | 0.01% | 286 |
|
2019
Q2 | $31K | Buy |
272
+139
| +105% | +$15.8K | 0.01% | 290 |
|
2019
Q1 | $15K | Sell |
133
-28
| -17% | -$3.16K | ﹤0.01% | 396 |
|
2018
Q4 | $2K | Buy |
+161
| New | +$2K | ﹤0.01% | 572 |
|